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Elevance Health

1,500 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 529 increasing their positions, 605 reducing their positions, and 222 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 529 | Existing positions reduced: 605

20% less capital invested

Capital invested by funds: $79.5B → $63.2B (-$16.3B)

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$953M
Puts
$837M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1026
Kapstone Financial Advisors
Ohio
$366K
AI
1027
Accredited Investors
Minnesota
$366K
EFG
1028
Everhart Financial Group
Ohio
$365K
APC
1029
Aspire Private Capital
North Carolina
$365K
CPA
1030
Cardiff Park Advisors
California
$361K
PCA
1031
Prosperity Capital Advisors
Ohio
$358K
HTC
1032
Haverford Trust Company
Pennsylvania
$358K
IBOK
1033
Independence Bank of Kentucky
Kentucky
$355K
KWMG
1034
King Wealth Management Group
Florida
$353K
WH
1035
Willner & Heller
California
$352K
SCP
1036
Sivia Capital Partners
California
$352K
MGIA
1037
Moneta Group Investment Advisors
Missouri
$352K
GS
1038
GTS Securities
New York
$351K
CA
1039
Claro Advisors
Massachusetts
$350K
SBF
1040
Sara-Bay Financial
Florida
$346K
AA
1041
Alta Advisers
United Kingdom
$346K
AC
1042
AlphaCore Capital
California
$346K
FFP
1043
FourThought Financial Partners
Florida
$346K
PL
1044
Perpetual Ltd
Australia
$344K
WWM
1045
Whalen Wealth Management
Nevada
$344K
CAG
1046
Crestwood Advisors Group
Massachusetts
$342K
CIM
1047
CIM Investment Management
Pennsylvania
$340K
GIM
1048
Goelzer Investment Management
Indiana
$340K
SAM
1049
Sompo Asset Management
Japan
$339K
KFG
1050
Kelly Financial Group
Connecticut
$336K